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Yes. The initial call is free and everything you share is confidential, whether or not you decide to engage us afterward.

Both, depending on the work. Returns, filings, and contract drafting are usually flat fees quoted upfront; advisory and dispute work is billed hourly at a rate you agree to first.

Yes. We regularly prepare late returns and file amendments to correct errors or claim missed deductions from earlier years.

For tax work: prior returns, income statements, and expense records. For legal work: any existing contracts or correspondence. We send a simple checklist after the intake call.

Yes. Every consultation type is available over video or phone as well as in person — pick whichever works for your schedule when you book.

We confirm receipt within one business day, review everything against your matter, and reach out directly if anything is missing before work begins.